Mentoring, Leading, and Asking Questions with Sheryl Hickerson
In today’s episode of Framework, Jamie talks with Sheryl Hickerson. Sheryl is the founder of Females & Finance, an international speaker, and a sought-after…
Advising as a Professional Service and the Shifting Fiduciary Landscape with Skip Schweiss
In today’s episode of Framework, Jamie talks with Skip Schweiss, the former managing director of retirement plan services and advisor advocacy at TD Ameritrade…
Growth Through Acquisition and the Importance of Culture With Eric Clarke
In today’s episode of Framework, Jamie talks with Eric Clarke, the CEO of Orion Advisor Solutions. Orion Advisor Solutions focuses on creating portfolio management…
Creating a Software Roadmap and Getting Creative With Sheryl O’Connor
In today’s episode of Framework, Jamie talks with Sheryl O’Connor, the CEO of Wealth Conductor, a retirement income-based software that helps advisors demonstrate…
Making Bold Predictions and Raising the Bar With Adam Holt
In today’s episode of Framework, Jamie talks with Adam Holt of Asset-Map, a financial software company that helps families focus on what matters, make more engaged…
Financial Literacy and Change Management With Sean Brown
In today’s episode of Framework, Jamie talks with Sean Brown, the President and CEO of YCharts. Sean has spent his career growing companies with a focus on finance…
From Financial Advisor to Customer-Centric Business Owner with Dana Anspach
In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial…
Empowering FinTech and Identifying the Right Value-Adds with Mark Casady
In today’s episode of Framework, Jamie talks with Mark Casady, the former CEO of LPL Financial. He also co-founded Vestigo Ventures with a focus on financing…
Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin
In today’s episode of Framework, Jamie talks with Steve Lockshin, the founder and principal at AdvicePeriod. After realizing he did not want to be a doctor, Steve…
Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich
In today’s episode of Framework, Jamie talks with Oleg Tishkevich, the founder and CEO of Invent.us. Prior to founding Invent.us, Oleg founded Finance Logix,…
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
In today’s episode of Framework, Jamie talks with Kevin Lozer, co-founder of Holistiplan. Kevin is a financial planner, but he’s also driven to help other financial…
Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
In today’s episode of Framework, Jamie talks with Andrew Altfest, CFP® — the president of Altfest Personal Wealth Management and the founder and CEO of FP…
Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh
In today’s episode of Framework, Jamie talks with Aladin Abughazaleh, the CEO and co-founder of ATA RiskStation. Aladin exemplifies the idea of scratching your…
Designing the Client Experience and Leveraging Data with Jason Wenk
In today’s episode of Framework, Jamie talks with Jason Wenk, CEO and Founder of Altruist. Jason is laser-focused on providing effective and memorable client…
Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram
In today’s episode of Framework, Jamie talks with Dawn Wolfgram, CLF. Dawn is the President of Women in Insurance and Financial Services (WIFS). She is also the…
Building Relationships and Being Kind to Yourself with Nina O’Neal
In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female…